$239 Million is the total value of Dynasty Wealth Management, LLC's 73 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGT | New | VANGUARD INFORMATION TECHNOLOGYinf tech etf | $879,000 | – | 5,142 | +100.0% | 0.37% | – |
| XLI | New | INDUSTRIAL SELECT SECTOR SPDRsbi int-inds | $750,000 | – | 10,090 | +100.0% | 0.31% | – |
| INNT | New | INNOVATE BIOPHARMACEUTICLS INC COM PAR | $454,000 | – | 16,583 | +100.0% | 0.19% | – |
| MINT | New | PIMCO ENHANCED SHORT MATURITY ETFenhan shrt ma ac | $325,000 | – | 3,202 | +100.0% | 0.14% | – |
| VLUE | New | SHARES EDGE MSCI USA VALUE FACTOR ETFedge msci usa vl | $235,000 | – | 2,870 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LYONDELLBASELL | 5 | Q4 2018 | 45.9% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 5 | Q4 2018 | 27.5% |
| JOHNSON & JOHNSON COM | 4 | Q3 2018 | 83.3% |
| SPDR S&P 500 ETF | 4 | Q3 2018 | 7.1% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 4 | Q3 2018 | 6.2% |
| ISHARES RUSSELL 2000 ETF | 4 | Q3 2018 | 4.0% |
| ISHARES TR RUSSELL 1000 INDEX ETF | 4 | Q3 2018 | 4.2% |
| ISHARES S&P SMALLCAP 600 ETF | 4 | Q3 2018 | 3.6% |
| AMAZON.COM INC | 4 | Q3 2018 | 3.7% |
| CHEVRON CORP NEW COM | 4 | Q3 2018 | 2.5% |
View Dynasty Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-16 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-11-09 |
| 13F-HR | 2018-08-16 |
| 13F-HR | 2018-04-20 |
| 13F-HR | 2018-02-15 |
View Dynasty Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.